BankPlus Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.65M	Buy	49,597 +11,855	+31%	+$873K	2.42%	6
2025 Q1	$2.77M	Buy	37,742 +5,286	+16%	+$388K	2.04%	6
2024 Q4	$2.33M	Buy	+32,456	New	+$2.33M	1.74%	13